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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

986 hedge funds and large institutions have $46.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 422 increasing their positions, 355 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+7
Holders Change %
+0.72%
% of All Funds
21.37%
Holding in Top 10
180
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.74%
% of All Funds
3.9%
New
103
Increased
422
Reduced
355
Closed
81
Calls
$11.5M
Puts
$3.04M
Net Calls
+$8.41M
Net Calls Change
+$17.3M

Top Buyers

1
TC
Toews Corporation
New Jersey
+$869M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$419M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$330M
4
Franklin Resources
Franklin Resources
California
+$251M
5
RJA
Raymond James & Associates
Florida
+$239M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.12B
2
TF
TIAA FSB
Florida
-$434M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$327M
4
IG
ING Group
Netherlands
-$291M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
Crestone Asset Management
Colorado
$3.78M – – –
STA
377
Summit Trail Advisors
New York
$3.74M +$3.74M +34,309 New
1NWS
378
1 North Wealth Services
Maryland
$3.74M +$547K +5,012 +17%
PWW
379
Pettyjohn Wood & White
Virginia
$3.72M -$40.9K -375 -1%
AL
380
Aspiriant LLC
California
$3.68M -$786K -7,212 -18%
CANC
381
Culbertson A N & Co
Virginia
$3.68M +$990K +9,075 +37%
PA
382
Parallel Advisors
California
$3.64M +$2.53M +23,198 +227%
IFS
383
Ifrah Financial Services
Arkansas
$3.64M -$13K -119 -0.4%
APP
384
Avantax Planning Partners
Iowa
$3.6M -$52.4M -480,483 -94%
GIA
385
Gladstone Institutional Advisory
Florida
$3.54M +$2.22M +20,341 +168%
CAL
386
Capital Advisors Ltd
Ohio
$3.52M – – –
SXL
387
Summit X LLC
Missouri
$3.5M +$3.29M +30,212 +1,607%
BC
388
Burleson & Co
California
$3.49M +$3.49M +32,238 New
OC
389
Oppenheimer & Co
New York
$3.49M -$1.3M -11,918 -27%
CA
390
Commerzbank Aktiengesellschaft
Germany
$3.47M +$676K +6,200 +24%
PFA
391
Pure Financial Advisors
California
$3.46M -$307K -2,814 -8%
OAM
392
Oppenheimer Asset Management
New York
$3.41M -$50.3K -461 -1%
HT
393
Hefren-Tillotson
Pennsylvania
$3.41M +$94.3K +865 +3%
PCMK
394
Paragon Capital Management (Kansas)
Kansas
$3.4M +$952K +8,725 +39%
JIR
395
James Investment Research
Ohio
$3.35M -$274K -2,512 -8%
SS
396
Sunbelt Securities
Texas
$3.33M +$371K +3,402 +13%
HW
397
Hedeker Wealth
Illinois
$3.32M – – –
SIAM
398
Sterling Investment Advisors (Missouri)
Missouri
$3.28M +$33.2K +304 +1%
DT
399
Diversified Trust
Tennessee
$3.28M +$1.19M +10,904 +57%
ECM
400
Exchange Capital Management
Michigan
$3.21M -$111K -1,020 -3%
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